AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.8M
3
+$9.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.96M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.09M

Top Sells

1
+$19.8M
2
+$7.91M
3
+$5.42M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.2M

Sector Composition

1 Technology 4.86%
2 Healthcare 4.45%
3 Financials 3.72%
4 Industrials 3.41%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$254K 0.02%
9,507
-4,770
527
$254K 0.02%
+381
528
$254K 0.02%
+6,157
529
$253K 0.02%
+8,561
530
$253K 0.02%
2,344
-1,002
531
$253K 0.02%
+8,370
532
$252K 0.02%
11,505
+69
533
$251K 0.02%
+6,496
534
$250K 0.02%
2,252
+364
535
$250K 0.02%
+9,559
536
$250K 0.02%
+9,965
537
$249K 0.02%
16,492
-1,155
538
$248K 0.02%
16,375
539
$248K 0.02%
6,600
-386
540
$248K 0.02%
2,367
+253
541
$247K 0.02%
5,220
-3,413
542
$247K 0.02%
3,143
-293
543
$244K 0.02%
5,786
+448
544
$243K 0.02%
+4,208
545
$242K 0.02%
+4,405
546
$240K 0.02%
3,601
-634
547
$240K 0.02%
2,045
-1,074
548
$239K 0.02%
+4,884
549
$239K 0.02%
13,640
+314
550
$238K 0.02%
7,034
+577
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